DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Corporate pension
C•• R••••••••• P•••
Corporate pensionChicago, IL
Assets
$849M
Total assets, Dec 31, 2024 reported
Funded
109.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: C••••••••• C••••••• C••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 48.9%
- U.S. Government securities 11.2%
- Other investments 0.1%
- Partnership/joint venture interests 36.4%
- Common stock 0.9%
- Preferred stock 1.8%
Consultants and advisers
3 firms
- B•••• C•••••• M••••••••• I••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- W••••• T••••• W••••• U• L•• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Directed trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- N•••••••• B•••••plan years 2024
- A••••••• B••••••••• L•••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$-43,051 (2023-12) · $922,718 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 13,574 | $1.9B | $1.7B | 109.9% | $849M | $309M | n/a | n/a |
| 2023 to Dec 31, 2023 | 16,777 | $1.9B | $1.9B | 106.5% | $1.9B | $326M | $0 | $0 |
| 2022 to Dec 31, 2022 | 17,247 | $2.4B | $1.9B | 110.3% | $1.9B | $466M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Alight Solutions LLC codes 15 99 $974,654 PY2024
- W••••• T••••• W••••• U• L•• codes 11 50 $770,361 PY2024
- Seyfarth Shaw codes 29 50 $36,866 PY2024
- JP Morgan C•••• B•••, Na codes 25 50 51 52 55 $22,071 PY2024
- B•••• C•••••• M••••••••• I••• codes 27 51 PY2024
- N•••••••• B••••• Group LLC codes 28 52 PY2024
- W••••• T••••• W••••• U• L•• codes 11 PY2024
- Alight Solutions LLC codes 15 99 $1.1M PY2023
- W••••• T••••• W••••• U• L•• codes 11 50 $300,830 PY2023
- B•••• C•••••• M••••••••• I••• codes 27 51 $28,077 PY2023
- Seyfarth Shaw codes 29 50 $27,747 PY2023
- JP Morgan C•••• B•••, Na codes 25 50 51 52 55 $20,914 PY2023
- W••••• T••••• W••••• U• L•• codes 11 PY2023
- Alight Solutions LLC codes 15 50 $1.1M PY2022
- B•••• C•••••• M••••••••• I••• codes 27 51 $482,163 PY2022
- A•••••••bernstein LP codes 28 52 68 $425,465 PY2022
- W••••• T••••• W••••• U• L•• codes 11 50 $149,692 PY2022
- JP Morgan C•••• B•••, Na codes 25 50 51 52 55 $21,222 PY2022
- Seyfarth Shaw codes 29 50 $7,838 PY2022
- W••••• T••••• W••••• U• L•• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedN•••••••• B••••• Group LLC appears on C•• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2024Assets changedC•• R••••••••• P••• total assets $1.9B -> $849M (-55.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedC•• R••••••••• P••• funded ratio 106.5% -> 109.9% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceA•••••••bernstein LP no longer appears on C•• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••• B••••••••• L•••askebsa.dol.gov
- Jan 1, 2023Funded status changedC•• R••••••••• P••• funded ratio 110.3% -> 106.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedC•• R••••••••• P••• plan assets $2.4B -> $1.9B (-20.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362114545-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.